Help Articles
Direct Pet
- Direct Pet & Your Partners
- Direct Pet Customer Experience
- Direct Pet Price Groups
- Direct Pet Dashboard Widget
- Direct Pet Appearance Settings
- Direct Pet Overview
Trade Customers and Trade Invoicing
- Trade Customer Center: QuickBooks Integration
- Trade Customer Center
- General Trade Invoicing Setups
- Setting up Each Trade Customer
- Setting Up Partner Portal Access
- Setting Up Partner Portal Forms
Smart Device Apps
Analytics
Getting Started
- Company Logos
- Statement of Goods and Services
- Service Type Reporting and Analytics
- Initial Setups for Pet Crematories
- Contract Line Items
- Initial Configuration
SuperAdmin
Utilities
- Create Envelope From Contact
- Custom Reporting - Search by Name
- Custom Reporting - Search by Case Details
- Custom Reporting - Search Main Case Contacts
- Create Thank You Note
- Create Attendance Letter
Quickbooks Integration
Administration
- Late Fees and Terms
- Inventory Transfer Locations
- Limit Note Deletion
- Service Type & Subtype Configuration
- Contract Discount Maintenance
- Service Types
Appointments
Arrangement Assistant
Financials
Forms
Integration Partners
- Batesville Digital Showroom
- Batesville Website Integration
- Tukios Website Integration
- Matthews-Aurora
- Integration with Tribute Tech Websites
- CFS (Consolidated Funeral Services) Integration
Miscellaneous
- Empathy Funding
- Browser setting recommendations
- Premium Messaging
- Portal Instructions- for Partners using "Basic" version
- Payment Portal Settings
- QR Code Scanners
Products
Reports
Timesheets
Tracking
Cases
- Integration with GAVERS Electronic Death Registry System
- Pet Arrangements
- Table Configuration
- Insurance Assignments
- At Need Funding
- Services
Dashboard
Setup Functions
- Supplier Maintenance
- Task Label Maintenance
- Forms for Vet Clinics or other Trade Partners
- Message Template Maintenance
- Gatherings
- Forms Maintenance